Docupace - 2026 Pricing, Features, Reviews & Alternatives

The Docupace Platform is a comprehensive and configurable wealth management software solution designed to digitize operations and increase efficiency, productivity, and profit for firms. The platform simplifies the way firms process information by streamlining business processes through powerful paperless workflows. Docupace's flexible and turnkey platform can be customized to leverage solutions specific to a firm's unique goals and needs.

The platform offers a robust set of features to transform wealth management operations. These include intelligent data and forms processing, a sophisticated workflow engine for automating compliance and business processes, advanced security and compliance capabilities, and seamless integrations with leading CRMs, financial planning software, data managers, e-signature platforms, clearing houses, and custodians. Firms can choose the solutions that suit their needs and leave the ones that don't, with a Docupace Account Manager available to develop a tailored platform configuration.

Docupace's mission is to eliminate paperwork and streamline business for home offices, advisors, and investors. The platform is designed specifically for wealth management firms to keep them efficient, productive, and compliant. With secure cloud-based document management, automated client disclosure delivery, and comprehensive compliance solutions, the Docupace Platform helps firms maintain audit readiness and reduce operational costs while delivering an enhanced client experience.